|
Ellenbecker Investment Group Inc
✚
|
|
|---|---|
| CRD # | 173851 |
| SEC # | 801-80600 |
| CIK # | 1731497 |
| AUM | $712.2 MM (98% Disc, 100% US) |
| Employees | 28 (39% Investors, 0% Brokers) |
| Phone | 262-691-3200 |
| Address | N35 W23877 Highfield Court Pewaukee, WI 53072 |
| Source |
IAPD
EDGAR
Website
Twitter
LinkedIn
|
| Total AUM ($BB) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AGG | 20,987.0 | ||
| IWF | 18,397.0 | ||
| SDY | 11,670.0 | ||
| VO | 9,272.0 | ||
| VB | 9,122.0 | ||
| IGIB | 6,840.0 | ||
| VEU | 6,522.0 | ||
| IWD | 3,552.0 | ||
| VNQ | 3,337.0 | ||
| IDV | 3,233.0 | ||
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Century Securities Associates Inc
✚
|
MO | 0.7 |
|
SVB Wealth Advisory Inc
✚
|
CA | 0.7 |
|
Smith Anglin Financial LLC
✚
|
TX | 0.7 |
|
Jacobi Capital Management LLC
✚
|
PA | 0.7 |
|
Sharkey Howes & Javer Inc
✚
|
CO | 0.7 |
|
Sound Income Strategies LLC
✚
|
FL | 0.7 |
|
Managed Asset Portfolios LLC
✚
|
MI | 0.7 |
|
Hartford Financial Management Inc
✚
|
CT | 0.7 |
|
Investment Advisors Corp
✚
|
IA | 0.7 |
|
Chatterton & Associates the Wealth Management Team Inc
✚
|
CA | 0.7 |